Hamilton Insurance Group - B

Q2 FY2026 EarningsQ2 FY26 results were a significant beat across top-line and EPS metrics, with revenue reaching $839.6M against the $595.7M consensus. GAAP EPS of $1.42 and Normalized EPS of $1.21 narrowly beat expectations, supported by strong investment returns from the Two Sigma Hamilton Fund (+5.1% net). However, the combined ratio weakened to 95.0% due to increased catastrophe losses from the Middle East conflict ($45.7M), partially offset by robust growth in Casualty and Specialty insurance lines.